SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,009
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.59M
3
+$1.48M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.32M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Top Sells

1
+$1.97M
2
+$1.25M
3
+$1.1M
4
STT icon
State Street
STT
+$990K
5
COP icon
ConocoPhillips
COP
+$916K

Sector Composition

1 Healthcare 11.4%
2 Technology 10.58%
3 Consumer Staples 7.13%
4 Industrials 6.87%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.24M 0.26%
20,946
-1,596
102
$2.21M 0.25%
19,160
-315
103
$2.21M 0.25%
53,839
-9,015
104
$2.21M 0.25%
19,360
+2,880
105
$2.2M 0.25%
37,635
-16,921
106
$2.19M 0.25%
54,099
-8,120
107
$2.16M 0.25%
70,507
+8,162
108
$2.12M 0.24%
92,958
+22,140
109
$2.11M 0.24%
47,503
+19,268
110
$2.1M 0.24%
10,275
+50
111
$2.09M 0.24%
42,329
-1,277
112
$2.09M 0.24%
22,141
-15
113
$2.09M 0.24%
45,990
-7,941
114
$2.03M 0.23%
23,098
-431
115
$2.01M 0.23%
60,675
+2,840
116
$1.95M 0.22%
19,493
+9,445
117
$1.94M 0.22%
41,861
-1,840
118
$1.91M 0.22%
30,783
+6,978
119
$1.9M 0.22%
27,998
+3,446
120
$1.89M 0.22%
46,284
-2,256
121
$1.85M 0.21%
208,544
122
$1.83M 0.21%
37,564
-5,802
123
$1.83M 0.21%
17,355
-1,328
124
$1.82M 0.21%
24,295
-2,933
125
$1.82M 0.21%
18,537
-132
3 4
5
6 7